Convert an Appointment to a Sale
Convert an Appointment to a Sale
Overview
This guide will help you convert a completed/allowed appointment into one sale and keep its source/status relationship.
Muhasib creates the sale and assigns the set up appointment conversion status. Sale effects include needed payment, stock, commission, tax, loyalty, and GL.
Who can do this
You need access to Appointment view/conversion and POS Sale Add.
Before you start
Confirm customer attendance, services/items delivered, staff, appointment status, deposit, prices/taxes, and stock.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Appointment Dashboard/Inquiry or POS appointment selection → Convert to Sale.
Convert an Appointment to a Sale
Step 1: Select the exact appointment
Step 2: Confirm it is not already converted
Step 3: Choose conversion
Step 4: Review customer, actual lines/quantities, staff, price, tax, deposit/credit, and status
Step 5: Check out the resulting sale once
Check your work
Compare and Confirm appointment/source link/status, sale, deposit/payment, staff commission, stock, customer ledger, and GL.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Check both appointment and Sale Inquiry after an uncertain result.